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Matthews, NC Office Events


Join Bill Romeo of the Everest Retirement Planners NC office as he speaks on variety of retirement topics to boost your confidence. He explains concepts in plain and easy terms that everyone can understand. Events are available in person at our office location or via webinar.

Topics may include:

  • How to apply for Medicare coverage
  • The basics of Social Security and strategies for maximizing your benefits
  • Strategies to maximize your retirement income
  • Traditional, Roth, and inherited IRA planning
  • Long-term care and financial estate preservation strategies
December 12, 2023

December 12, 2023

Last Chance Financial Planning Checklist

This is a quick workshop to help you determine if you need to take any actions before the end of the year.

We will provide you with a simple checklist that covers items like taxes, retirement savings, investments, insurance, and medical.

The entire Workshop might be around 30 minutes but it will help you identify if you have everything covered or need to address any issues before the year is over.

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